CPE DAY: OCTOBER 28, 2021
Differentiate yourself and be a hero to your best clients.
Join us virtually -or- in-person
for CPE Day at The Columbian Hall, West Bend, WI
Tickets: $25 In Person | $15 Virtual
- GENERATE CONSULTING FEES by implementing tax-free Roth conversion strategies
- Gain knowledge to help ATTRACT MORE SOPHISTICATED CLIENTS
- GROW YOUR PRACTICE by implementing the unique strategies you will learn
Thursday, October 28, 2021
- 8:00 AM – 8:30 AM ~ Registration
- 8:30 AM – 5:00 PM ~ 8 Hrs CE, Lunch provided for In Person attendees
- Leveraging Tax Incentives while Mitigating Business Risk
- Tax Strategies of Energy Partnerships
- Missed Opportunities with Individuals
- Key Employee Benefits
- How Employers Save $5,984/year in Taxes
- Business Succession Planning Do’s & Dont’s
- Real Estate Investing Strategies
- Which Tax Bill Would You Rather Pay?
- Opportunities with Opportunity Zones
- Tax Hedging with Home Equity
- Q&A Panel
- 5:00 PM – 6:00 PM ~ Networking and Happy Hour
Virtual -OR- In Person
Join from anywhere!
Register for your personal link.
In Person: $25
The Columbian Hall
3245 Lighthouse Ln,
West Bend, WI 53090
SIGN UP TODAY:
This event is exclusively for tax professionals and not open to the public. By registering for this event, you are confirming you are a tax professional.